LCG:NYE-Sterling Capital Focus Equity ETF (USD)

ETF | Others |

Last Closing

USD 30.557

Change

+0.15 (+0.50)%

Market Cap

USD 0.07B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-27 )

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DFAC Dimensional U.S. Core Equity 2..

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JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

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SGOV iShares® 0-3 Month Treasury B..

+0.02 (+0.02%)

USD 19.79B
AVUV Avantis® U.S. Small Cap Value..

+0.35 (+0.39%)

USD 10.49B
DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

USD 10.15B
DFAT Dimensional U.S. Targeted Valu..

+0.34 (+0.66%)

USD 9.40B

ETFs Containing LCG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.29% 69% C- 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.29% 67% D+ 65% D
Trailing 12 Months  
Capital Gain 37.82% 90% A- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 37.82% 90% A- 85% B
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.95% 59% D- 46% F
Dividend Return 0.95% 49% F 34% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 21.26% 17% F 54% F
Risk Adjusted Return 4.46% 39% F 32% F
Market Capitalization 0.07B 58% F 21% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.